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Mike P.'s  Instablog

Mike P.
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Over the years I have written corporate prospectuses and have developed a wide range of legal interpretive skills (notably, from the school of hard nocks) which counterbalance the need to interpret the feasibility of risk management related to short and long term investment goals. Today,... More
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  • inside man 55
    , contributor
    Comments (927) | Send Message
     
    I am sorry Mike, I just don't see the thesis of all three of these companies merging as one entity based on what you wrote. They may all be investing in the area due to the infrastructure and workforce already in place.
    24 Jan 2014, 08:19 PM Reply Like
  • Justin Jaynes
    , contributor
    Comments (3202) | Send Message
     
    also, just glancing through, it looks like the earliest link was part of the move to 450mm wafers, which seems to have been delayed. That was the only thing linking these companies together that I saw.

     

    Long $INTC, Longer $AMD
    25 Jan 2014, 01:22 AM Reply Like
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